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HubSpot Clarity Package

AStart using HubSpot confidently with a clean setup, organized data, and clear pipelines — all built the right way for your small team.

Who This Package Is For

This package is designed for small teams who:

  • Are new to HubSpot and want a proper setup
  • Don’t need heavy customization yet
  • Want a clean, organized CRM
  • Prefer a simple onboarding that’s easy to adopt
  • Need expert guidance on HubSpot’s best practices
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What’s Included in the HubSpot Clarity Package

A clear breakdown of everything that’s set up for you inside your HubSpot portal.

 

HubSpot Portal Setup

  • CRM objects configured: Contacts, Companies, Deals
  • Default properties reviewed and organized
  • Basic custom properties created
  • User roles and permissions set correctly

Sales Process Setup

  • One primary sales pipeline
  • Deal stages aligned with your sales steps
  • Basic task automation
  • Simple lead routing

Data Migration (Basic)

  • Import of contacts, companies, and deals
  • Duplicate check
  • Property mapping

Basic Automations

  • Lifecycle stage updates
  • Simple lead assignment rules
  • Basic email sequence setup

Reporting Starter Pack

  • One Sales Dashboard
  • One Activity Dashboard
  • One Pipeline View

How We Deliver It (FlowOps360™ Light Version)

A simple three-step process to get your HubSpot system running smoothly.

 

Step 1 — Assess (Week 1)

  • Review sales process
  • Review data sources

Step 2 — Build (Week 2)

  • Configure the CRM
  • Set up the pipeline

Step 3 — Launch (Week 3)

  • Test everything
  • Train your users

Project Timeline

Most HubSpot Clarity Packages take 3–4 weeks depending on client responsiveness and data preparation.

FlowOps360_Project_Timeline
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What You’ll Walk Away With

After this onboarding, you’ll have:

  • A CRM your team can actually use
  • A clean, organized HubSpot portal
  • A pipeline that matches your real process
  • Basic automations that reduce manual work
  • Dashboards that give you a starting point

What’s Not Included in the HubSpot Clarity Package

To prevent confusion later, be upfront that this package does not include:

  • Advanced automations
  • Custom integrations